| Imprint Wealth LLC | 1 | $252 | 0.00% | −19−95.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $252 | 0.00% | −3−75.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $252 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $252 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $252 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $253 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $262 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $504 | 0.00% | −3−60.0% | Reduced |
| Breakwater Investment Management | 2 | $505 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $505 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $505 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $545 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $756 | 0.00% | +2+200.0% | Added |
| Caitlin John, LLC | 3 | $757 | 0.00% | −28−90.3% | Reduced |
| First Command Advisory Services, Inc. | 3 | $757 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $757 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $757 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $757 | 0.00% | +3 | New |
| Elevated Capital Advisors, LLC | 3 | $757 | 0.00% | +3 | New |
| NVWM, LLC | 4 | $1.01K | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $1.01K | 0.00% | −10−71.4% | Reduced |
| American Capital Advisory, LLC | 4 | $1.01K | 0.00% | −1−20.0% | Reduced |
| Stephens Consulting, LLC | 4 | $1.01K | 0.00% | +4 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.05K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.26K | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 5 | $1.26K | 0.00% | −24−82.8% | Reduced |
| Clayton Financial Group LLC | 5 | $1.26K | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $1.51K | 0.00% | −5−45.5% | Reduced |
| Solstein Capital, LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $1.51K | 0.00% | +6 | New |
| Nemes Rush Group LLC | 6 | $1.51K | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $1.51K | 0.00% | +6 | New |
| Strategic Advocates LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $1.77K | 0.00% | −78−91.8% | Reduced |
| Spire Wealth Management | 8 | $1.96K | 0.00% | −501−98.4% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | −10−58.8% | Reduced |
| American National Bank | 8 | $2.02K | 0.00% | −45−84.9% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $2.02K | 0.00% | −1−11.1% | Reduced |
| Country Trust Bank | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $2.02K | 0.00% | −6−42.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $2.02K | 0.00% | +2+33.3% | Added |
| High Note Wealth, LLC | 9 | $2.27K | 0.00% | −9−50.0% | Reduced |
| Geneos Wealth Management Inc. | 9 | $2.27K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $2.27K | 0.00% | +9 | New |
| J.Safra Asset Management Corp | 10 | $2.52K | 0.00% | −51−83.6% | Reduced |
| TD Capital Management LLC | 10 | $2.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.52K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 11 | $2.77K | 0.00% | −22,679−100.0% | Reduced |
| Anfield Capital Management, LLC | 11 | $2.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $2.78K | 0.00% | −13−54.2% | Reduced |
| Avion Wealth | 13 | $3.00K | 0.00% | −12−48.0% | Reduced |
| Phillip James Consulting Co. | 13 | $3.00K | 0.05% | +13 | New |
| Tompkins Financial Corp | 12 | $3.03K | 0.00% | +12 | New |
| Marquette Asset Management, LLC | 12 | $3.03K | 0.00% | +2+20.0% | Added |
| Oakworth Capital, Inc. | 13 | $3.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $3.28K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $3.53K | 0.00% | −59−80.8% | Reduced |
| Armstrong Advisory Group, Inc | 14 | $3.53K | 0.00% | −10−41.7% | Reduced |
| Bogart Wealth, LLC | 14 | $3.53K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $3.53K | 0.00% | +14 | New |
| Cornerstone Financial Management LLC | 14 | $3.53K | 0.00% | +14 | New |
| Key Financial Inc | 15 | $3.78K | 0.00% | −1−6.3% | Reduced |
| Howard Hughes Medical Institute | 16 | $4.04K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $4.04K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $4.29K | 0.00% | +17 | New |
| United Financial Planning Group LLC | 17 | $4.29K | 0.00% | +17 | New |
| North Star Investment Management Corp. | 18 | $4.54K | 0.00% | +18 | New |
| Proffitt & Goodson Inc | 20 | $5.05K | 0.00% | −23−53.5% | Reduced |
| Robbins Farley LLC | 20 | $5.05K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $5.05K | 0.00% | +15+300.0% | Added |
| MidFirst Bank | 20 | $5.05K | 0.00% | +20 | New |
| Hilton Head Capital Partners, LLC | 20 | $5.05K | 0.00% | +20 | New |
| CNB Bank | 22 | $5.55K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 22 | $5.55K | 0.01% | +22 | New |
| DAGCO, Inc. | 23 | $5.80K | 0.00% | +11+91.7% | Added |
| Fideuram Asset Management (Ireland) dac | 13 | $6.37K | 0.00% | +13 | New |
| Bravera Wealth | 27 | $6.81K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 31 | $7.00K | 0.00% | −31−50.0% | Reduced |
| Meramec Financial Planners, LLC | 47 | $7.35K | 0.00% | +47 | New |
| Maseco LLP | 31 | $7.82K | 0.00% | +31 | New |
| ZRC Wealth Management, LLC | 32 | $8.07K | 0.00% | +9+39.1% | Added |
| Red Tortoise LLC | 34 | $8.58K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 35 | $8.83K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 35 | $8.83K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 55 | $9.00K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 36 | $9.00K | 0.00% | +36 | New |
| Root Financial Partners, LLC | 36 | $9.08K | 0.00% | +3+9.1% | Added |
| Boreal Capital Management LLC | 38 | $9.59K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $9.59K | 0.01% | +20+111.1% | Added |
| Harbor Investment Advisory, LLC | 40 | $10.1K | 0.00% | −37−48.1% | Reduced |
| WPG Advisers, LLC | 41 | $10.3K | 0.01% | −27−39.7% | Reduced |
| Central Trust Co | 42 | $10.6K | 0.00% | −225−84.3% | Reduced |
| Aspect Partners, LLC | 42 | $10.6K | 0.00% | 00.0% | Unchanged |